Latest Insights on CAT
When Rates Rise, It’s Time to Bounce on Banks June 11, 2019 Great Stuff In the day, we sweat it out on Wall Street, in a runaway bull-market dream. At night, President Trump tweets about mansions of glory and interest-rate-cutting machines. In his latest series of tweets, Trump is stepping out over the line. “The Fed interest rate is way too high, added to ridiculous quantitative tightening. They don’t […]
Google’s Antitrust Problems Set up This Low-Risk Strategy June 10, 2019 Stocks, Trading Strategies, Winning Investor Daily Google is profiting by treating customers differently. This is the kind of behavior that attracts the attention of regulators. Understandably, Google is under scrutiny.Mexico’s Sword of Damocles June 10, 2019 Great Stuff The U.S. and Mexico reached an agreement on trade and immigration this weekend. So, it’s time to celebrate. Crisis averted! Or is it? The promised 5% tariff on Mexican goods hasn’t been completely eradicated. It’s just been “indefinitely suspended.” In other words, President Trump could bring it back at any moment if he decides that […]
The Fed Is Now Dovish — Why the Markets Haven’t Really Changed June 7, 2019 Stocks, U.S. Economy, Winning Investor Daily The market tells the Fed what it should be doing, not vice versa. That’s how it maintained transparency after the global financial crisis. Friday Four Play: IPO Edition June 7, 2019 Great Stuff Initial public offerings (IPOs) are finally cool again! Uber Technologies Inc. (NYSE: UBER) and Lyft Inc. (Nasdaq: LYFT) tried their hardest to scuttle enthusiasm in the IPO market. But Wall Street has finally shaken off those doldrums. I mean, Uber is finally trading back above its IPO price … so we’re all good, right? (Sorry, […]





